Attorneys
Posts
- 3 common estate-planning mistakes of high-net-worth individuals
- 3 Estate planning tips for new parents
- 4 estate planning opportunities for volatile markets
- 5 reasons to update your estate plan
- 5 things your California will cannot do
- 5 Ways Estate Plans Can Do More Than Transfer Assets
- A blended family and estate planning
- A closer look: Who are the witnesses of your will?
- A special needs trust can be a life saver
- A trust’s utility, flexibility might impress you
- Are you ready to talk to your parents about estate planning?
- Avoiding mistakes in the estate planning process
- Basics of special needs trusts
- Can I get more info on digital assets and estate planning?
- Can you name a non-resident as your personal representative?
- Changes in your life can necessitate changes in your plans
- Choosing between revocable and irrevocable trusts
- Conservatorship in California
- Defining guardianships and conservatorships in California
- Digital estate plans protect essential assets (and selfies)
- Do you know what special needs trust assets can be used for?
- Do you want to use your estate plan to motivate loved ones?
- Estate planning after dementia diagnosis
- Estate planning can help ensure you do not outlive your assets
- Estate planning considerations before you travel
- Estate planning considerations for new parents
- Estate planning is important for young people too
- Estate planning is not just for the elderly
- Estate planning to address the Secure Act and its impact on IRAs
- Estate planning: an adviser’s blended background can make a difference
- Exploring the utility of a personal asset trust
- First-party v. third-party special needs trusts
- Flexibility and many benefits of a charitable trust
- Frequently asked questions about paying the debts of an estate
- Giving to charity in your estate plan
- Guardianship selection, prerogatives and duties
- Here’s what you can do to protect your grandchildren’s’ finances
- How a special needs trust can help families
- How a special needs trust can secure your child’s future
- How an estate plan is useful in case of sudden illness
- How an estate planner differs from a financial planner
- How can a special needs trust help your special needs child?
- How can I avoid outliving my retirement assets?
- How is guardianship different from conservatorship?
- How often should I review my existing estate plan?
- How to add a charitable remainder trust to your estate plan
- How to choose the right conservator for your estate
- How to plan for a person with special needs
- How to prepare the inventory and appraisal for an estate
- In conservatorships, what rights does the conservatee retain?
- Is your estate plan ready for the digital future?
- Is your power of attorney ready for digital assets?
- Key factors in naming the right person to be a guardian
- Leaving a secure and meaningful legacy
- Long-term care options that do not deplete your estate
- March 16, 2020 – COVID-19 UPDATE
- March 23, 2020 – COVID-19 UPDATE
- Organizing an estate plan can save time and money
- Preparing for taxes in your estate plan
- Preparing for the possibility of outliving your assets
- Promoting success for children inheriting material wealth
- Proposition 19 and property transfers in California
- Revisiting an estate plan is more an opportunity than a chore
- Seven events that should trigger revisiting your estate plan
- Should a revocable living trust be a part of my estate plan?
- Should you and your spouse have separate wills?
- Should you and your spouse make a joint will or a separate will?
- Should you put your California house into a trust?
- Special needs trust can help children with disabilities
- Special needs trusts come in different forms
- Spotlighting the utility of a trust for minors
- Steps to think about when you are ready for estate planning
- Strategies to avoid common estate planning missteps
- Sudden illness/disability can prompt focus on estate planning
- Survey: a vast number of people still do not have an estate plan
- The basic documents in an estate plan
- The broad-based utility of sound and tailored estate planning
- The connection between fundraisers and special needs trusts
- The financial and health care aspects of estate planning
- The Prop 19 deadline – its impact on California estate planning
- The SECURE Act: How Does It Affect Your Retirement Accounts?
- Things To Consider To Choose The Right Trustee For An SNT
- Three reasons Californians might wish to avoid probate
- Three things to remember when you appoint a trustee
- Through estate planning services, we help build peace of mind
- Trust administration: how professional input can help
- Turning from thoughts to action re your estate planning
- Two estate planning documents college students should have
- Understanding conservatorships in California
- Understanding the difference between godparents and guardians
- What are a conservator’s duties in a limited conservatorship?
- What are the advantages and drawbacks of a joint will?
- What are the advantages of revocable living trusts?
- What are the differences between a guardian and a conservator?
- What are the different types of powers of attorney?
- What are the most common estate planning myths?
- What are your goals in the estate planning process?
- What can an advance health care directive do for you?
- What can trusts do for you?
- What does a conservator do?
- What does the court investigator do prior to a conservatorship?
- What Does the Executor of an Estate Need to Do?
- What happens if someone dies without an estate plan?
- What happens if you run out of retirement assets before you die?
- What is a special needs trust and how can it help?
- What is incapacity planning?
- What it means to be “of sound mind”
- What should I know about a guardianship of a child’s estate?
- What to consider when setting up a guardianship?
- What you need to know about CalABLE
- What you need to know about special needs trusts
- When can special needs trusts be established in California?
- When do guardianships end in California?
- When do I need to think about a special needs trust?
- When should I update my will?
- When to create a special needs trust
- When to update an estate plan in San Jose, CA
- Who needs a conservatorship?
- Why DIY estate planning may not be a great idea
- Why estate plans are more important for business owners
- Why having an estate plan protects you and your family
- Why should a younger person consider estate planning?
- Why to consider legal assistance in creating your estate plan
- Why you need to include a health care proxy in your advanced health care directive
- Will you need a medical or financial power of attorney?
- Wrap-up: Prop 19 scales back common property tax break
- You’ve created your estate plan. Now ensure it works as planned.
- Younger people are showing greater interest in estate planning